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Would you like to see data in Microsoft® Excel® instead of in report format? Do you occasionally need to manipulate how data is organized for reporting purposes? Tabs3 makes it easy to send information to Excel. From any of the Tabs3 and PracticeMaster programs, you can use the Print to File option to easily send a report to Excel, or copy items from lists and paste the information into Excel.   Read More...


Did you know that you can import data into all of the Tabs3 and PracticeMaster software? Knowledge Base Article R11506, “Resources for Importing Data into Tabs3 and PracticeMaster Software,” provides a list of resources with information regarding programs that can be used to import data in Tabs3 and PracticeMaster software   Read More...


Drill-down capabilities provide the ability to quickly access data while previewing many reports.   Read More...


Trying to create a document management record using the PracticeMaster toolbar and not sure what to expect? The behavior you see when using the PM Save or Capture Save functions depends on the current state of the document you are trying to save and whether PracticeMaster is configured to manage documents manually or automatically.   Read More...


Spotlight: Taskbill

February 2015    Tags: , ,
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Taskbill is used to export Tabs3 billing information for electronic submission. Many companies require firms to submit billed fees and costs in a specific format for online electronic billing. Taskbill makes this simple by exporting your existing Tabs3 data into over 100 different predetermined file formats and subformats including LEDES 1998B, Legalgard Parsed Format, LitigationAdvisor, and TyMetrix.   Read More...


Quick Tip: Three Favorite Keystrokes

February 2015    Tags:
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There are many keyboard shortcuts that help save time while working. These favorite shortcuts quickly get you to commonly used places.   Read More...


If you need to report on fees, costs, or payments, the Transaction File List or Task Code Billing Report is your answer. Both reports have great flexibility and options. The Transaction File List and Task Code Billing Report have the same options with only a few exceptions.   Read More...


Quick Tip: Use the Guides

January 2015    Tags:
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If you want to learn more in-depth information about individual features in the software, guides are the way to go. A guide is a closer look at how different features work, providing field-by-field information and screenshots where appropriate. Guides are a great tool to use when you need to know more. Organized by chapters, you can easily jump to the section you most want to learn about, or you can read it straight through. There are more than 15 guides available, each focusing on a specific topic within the software such as clients and contacts, statements, credit cards, Matter Manager, and more.   Read More...